Big Tech Fades on NVDA While Micron, Apple Supplies Gain
​Micron's partnership with NVDA boosts stock, Ibiden gains momentum, Nikon a potential takeover target due to high short interest.
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AI Related Plays Out of the Gates Strong for 2025
​Watch JP SPE oversold previous winners like Disco, Screen, and TEL gaining renewed interest. A good read for photoresist/semi-chem plays after...
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Japan Morning Connection: AI Winners Leading Higher to Start the Year
​MSFT's announced AI investment should buoy tech, potential for previously China SPE as they diversify, US stocks pointing to big momentum plays .
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Japan Morning Connection: Nuclear News from Meta May Help Kansai After Settlement Day Selloff
​Microchip setting downbeat tone for power/auto semi related. JP SPE may continue to see gains. Seagate delaying some HDD production but HAMAR...
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Japan Morning Connection: Risk-On for the AI Ecosystem
​AI sentiment rising with NVDA de-risked, Kioxia IPO positive for memory ecosystem names, Deere's positive outlook lifts AG machinery names like...
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